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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 1 vote

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  2. tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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  4. 2 votes

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  5. 3 votes

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  6. While sending the document via API, it there a way to format the message? or is there a way to use a saved message? Currently we are not able to format it like adding newlines and as a result the email comes out to be a large blob of text.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  7. api call has the ability to decline document

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. allow payment forwarding after another recipient signs to a user this isnt a recipient

    6 votes

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  11. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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  13. 7 votes

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  14. Ability to pass custom product fields from Salesforce as currency.

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 1 vote

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  16. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. 1 vote

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  20. 1 vote

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